Purchases and Sales Made in Q2 2025 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
16.3KNew |
$1.97M - $2.46M
|
16.3K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.36KNew |
$165K - $206K
|
1.36K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.15K+ 2.21% |
$138K - $173K
|
53K
$8.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8+ 0.27% |
$967 - $1.21K
|
3.02K
$457K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.31% |
$12.9K - $16.1K
|
33.9K
$5.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-299- 5.31% |
$36.1K - $45.1K
|
5.34K
$807K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-300- 1.82% |
$36.3K - $45.3K
|
16.2K
$2.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-360- 7.59% |
$43.5K - $54.3K
|
4.38K
$662K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.55K- 12.55% |
$188K - $234K
|
10.8K
$1.64M
|